Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,350 | $117,895+159.0% | $102,460+198.0% | $145,897+109.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.31% | 31.92%-12.6pp | 29.47%-10.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $6,900 | $3,619+90.7% | $3,025+128.1% | $4,663+48.0% |
| Participant deferral / active EE | $31,350 | $5,736+446.5% | $5,056+520.0% | $6,689+368.7% |
| Admin fee / account holder | $32,250 | $13,353+141.5% | $9,460+240.9% | $13,390+140.8% |